• 13F History

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$1.73B
Signature - Title
Alicia W. Cheng - CCO
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC reported 212 stock holdings with total value $1.73B as of Q1 2025. Top holdings included VEU, AAPL, VWO, MSFT, and VNQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 212 $1.73B +$61.7M -$49.9M +$11.8M VEU, AAPL, VWO, MSFT, VNQ 13F-HR 4/21/2025, 04:35 PM
Q4 2024 218 $1.73B +$60.3M -$31.5M +$28.8M VEU, AAPL, MSFT, VWO, VNQ 13F-HR 1/24/2025, 11:05 AM
Q3 2024 221 $1.76B +$38.5M -$40.1M -$1.63M VEU, AAPL, MSFT, VWO, VNQ 13F-HR 10/23/2024, 11:17 AM
Q2 2024 218 $1.67B +$121M -$45M +$76M VEU, MSFT, AAPL, VWO, VNQ 13F-HR 7/22/2024, 11:41 AM
Q1 2024 201 $1.62B +$63.2M -$57.9M +$5.3M VEU, MSFT, AAPL, VWO, ICSH 13F-HR 4/25/2024, 03:35 PM
Q4 2023 208 $1.53B +$89.4M -$34.1M +$55.3M VEU, AAPL, MSFT, VWO, ICSH 13F-HR 1/22/2024, 12:42 PM
Q3 2023 195 $1.35B +$54.3M -$21.7M +$32.6M VEU, AAPL, VWO, MSFT, EWJ 13F-HR 10/26/2023, 12:52 PM
Q2 2023 205 $1.39B +$33.5M -$68.6M -$35.1M VEU, AAPL, MSFT, VWO, VNQ 13F-HR 7/20/2023, 02:35 PM
Q1 2023 209 $1.36B +$28.9M -$13.6M +$15.3M VEU, AAPL, VWO, MSFT, VNQ 13F-HR 4/24/2023, 04:01 PM
Q4 2022 204 $1.27B +$72.3M -$64.3M +$7.99M VEU, AAPL, VWO, MSFT, VNQ 13F-HR 1/24/2023, 10:49 AM
Q3 2022 200 $1.2B +$103M -$90.4M +$12.4M VEU, AAPL, VWO, MSFT, VNQ 13F-HR 10/27/2022, 01:55 PM
Q2 2022 203 $1.31B +$226M -$82.5M +$144M VEU, MSFT, AAPL, VWO, DHR 13F-HR 7/29/2022, 05:32 PM
Q1 2022 205 $1.35B +$86.2M -$41M +$45.3M VEU, VWO, AAPL, VNQ, VNQI 13F-HR 5/4/2022, 06:09 PM
Q4 2021 216 $1.37B +$104M -$41.9M +$61.6M VEU, AAPL, VWO, VNQ, MSFT 13F-HR 1/31/2022, 11:18 AM
Q3 2021 195 $1.25B +$82.3M -$43M +$39.3M VEU, VWO, AAPL, VNQ, INCO 13F-HR 10/25/2021, 01:59 PM
Q2 2021 200 $1.21B +$75.5M -$30.8M +$44.7M VEU, VWO, AAPL, VNQ, INCO 13F-HR 8/6/2021, 05:51 PM
Q1 2021 192 $1.1B +$562M -$329M +$232M VEU, VWO, AAPL, VNQ, INCO Restatement 8/6/2021, 06:30 PM
Q4 2020 183 $818M +$280M -$25.6M +$254M SPY, AAPL, MSFT, DHR, JPM 13F-HR 2/1/2021, 01:13 PM
Q3 2020 155 $497M +$47.3M -$28.6M +$18.7M AAPL, MSFT, TMO, JPM, DHR 13F-HR 10/28/2020, 01:12 PM
Q2 2020 150 $467M +$33.7M -$29.3M +$4.47M AAPL, MSFT, JPM, DHR, TMO 13F-HR 7/23/2020, 01:02 PM
Q1 2020 145 $384M +$36.8M -$12.2M +$24.6M AAPL, MSFT, JPM, DHR, VIG 13F-HR 4/29/2020, 04:14 PM
Q4 2019 154 $494M +$9.22M -$49.7M -$40.4M AAPL, JPM, MSFT, PRF, VIG 13F-HR 1/27/2020, 03:31 PM
Q3 2019 162 $498M +$7.44M -$23.6M -$16.2M MSFT, AAPL, JPM, DHR, PRF 13F-HR 10/25/2019, 04:40 PM
Q2 2019 165 $523M +$27.9M -$27.3M +$675K MSFT, AAPL, JPM, PRF, DHR 13F-HR 7/18/2019, 12:17 PM
Q1 2019 163 $512M +$18.9M -$213M -$194M MSFT, JPM, AAPL, PRF, DHR 13F-HR 4/24/2019, 04:40 PM
Q4 2018 178 $669M +$24.6M -$29.3M -$4.7M MSFT, SPY, JPM, DHR, AAPL 13F-HR 1/28/2019, 02:12 PM
Q3 2018 185 $782M +$19.8M -$21M -$1.15M MSFT, SPY, AAPL, JPM, DHR 13F-HR 10/26/2018, 03:51 PM
Q2 2018 182 $734M +$50.6M -$24.8M +$25.9M SPY, MSFT, AAPL, JPM, DHR 13F-HR 7/19/2018, 12:32 PM
Q1 2018 181 $726M +$36M -$16.6M +$19.4M SPY, MSFT, JPM, AAPL, DHR 13F-HR 4/19/2018, 04:49 PM
Q4 2017 191 $755M +$10.8M -$24.8M -$14M SPY, MSFT, JPM, AAPL, DHR 13F-HR 1/24/2018, 05:09 PM
Q3 2017 187 $730M +$23.8M -$22.4M +$1.35M SPY, MSFT, JPM, AAPL, PRFXXXX 13F-HR 10/19/2017, 11:19 AM
Q2 2017 181 $703M +$21.1M -$22.4M -$1.25M SPY, MSFT, JPM, WFC, AAPL 13F-HR 7/24/2017, 12:03 PM
Q1 2017 177 $698M +$6.57M -$16.9M -$10.3M SPY, MSFT, AAPL, JPM, WFC 13F-HR 4/24/2017, 04:08 PM
Q4 2016 175 $683M +$24M -$22.3M +$1.74M SPY, MSFT, JPM, WFC, AAPL 13F-HR 1/26/2017, 01:01 PM
Q3 2016 173 $668M +$16M -$20.8M -$4.86M SPY, WFC, MSFT, AAPL, JPM 13F-HR 11/2/2016, 01:52 PM
Q2 2016 170 $671M +$8.69M -$29.7M -$21.1M SPY, WFC, XOM, DHR, MSFT 13F-HR 7/19/2016, 01:26 PM
Q1 2016 170 $682M +$18M -$15.1M +$2.94M SPY, WFC, MSFT, XOM, DHR 13F-HR 4/14/2016, 12:45 PM
Q4 2015 172 $688M +$30.6M -$30.8M -$228K WFC, SPY, MSFT, DHR, DIS 13F-HR 1/20/2016, 12:28 PM
Q3 2015 173 $680M +$18.6M -$19.6M -$1.01M WFC, SPY, PG, DIS, AAPL 13F-HR 10/16/2015, 12:44 PM
Q2 2015 177 $747M +$17.6M -$23.9M -$6.29M WFC, SPY, PG, DIS, AAPL 13F-HR 7/21/2015, 12:38 PM
Q1 2015 177 $761M +$10.9M -$72.9M -$62M WFC, SPY, PG, AAPL, XOM 13F-HR 4/28/2015, 02:19 PM
Q4 2014 183 $827M +$39M -$10.6M +$28.3M WFC, PG, SPY, XOM, AAPL 13F-HR 1/16/2015, 05:04 PM
Q3 2014 175 $774M +$11.9M -$15.4M -$3.5M WFC, PG, SPY, XOM, MSFT 13F-HR 10/21/2014, 06:17 PM
Q2 2014 173 $777M +$33.2M -$15M +$18.2M WFC, SPY, PG, XOM, SLB 13F-HR 7/16/2014, 01:35 PM
Q1 2014 180 $764M +$8.28M -$17.6M -$9.33M WFC, PG, SPY, XOM, DHR 13F-HR 4/17/2014, 07:23 PM
Q4 2013 179 $767M WFC, PG, SPY, XOM, DHR 13F-HR 1/29/2014, 12:06 PM